1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BUCKLEY INVESTMENT GROUP, LLC

Map pinWALLA WALLA, WA
Phone509-522-1600
NotebookSEC #801-78130
Total AUM
$94.5M
Employees
3
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 1/2 E MAIN ST
STE 211
WALLA WALLA
WA 99362
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
509-522-1600

ReceiptFinancials

Total AUM
$94.5M
Accounts
134
Discretionary
$94.5M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
109
AUM
$21.5M
HNW Individual Clients
24
AUM
$55.8M
Charitable Organization Clients
1
AUM
$17.1M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account